Proposal summary
This proposal covers the integration of the Sales Web App and AdobeSign for the digital signing of documents from the Sales Web App.
Requirement
The client wants to integrate their Sales Web App with Adobe Sign for digitally signing documents.
The documents should be shared to users via email and from the Sales Web App and the recipients should be able to sign the documents digitally.
Deliverables
We can update the existing scripts to add an Adobe Sign integration with the Sales Web App so that documents will be shared with users, and they will be able to sign the documents digitally. For this, the attachment needs to be uploaded to the Adobe Sign account. We can store the ID and other reference data of the document in the related record. Using this ID, we can check if the document is signed and fetch the signed copy of the document after it is signed by all recipients
Assumptions
Only one Adobe Sign account is needed for the document sign functionality. The recipients can sign the documents using the link in the email even without an Adobe Sign account.
The documents to be signed will be sent from the Adobe Sign official email address. We cannot change this ‘from’ email address and this is a limitation of the Adobe Sign application.
According to the standard Adobe Sign limit, up to 50 recipients can be added as users for signing a single document. If it is necessary to add more than 50 people for signing the same document, we can achieve this by triggering the API multiple times with the same document.
We can implement the Adobe Sign integration using the basic subscription plan: ‘Adobe Standard plan’ which starts at US$12.99/month. You can find further details regarding the pricing here
While checking the API documentation I also found that only the following file types are supported by Adobe Sign:
PDF: Adobe Fill & Sign supports most PDFs. However, the following two types of PDFs are not supported at this point:
Secured PDFs – When uploading a secure PDF, you will see an error message that conveys that the PDF contains editing restrictions and is not supported.
Some LiveCycle Designer forms – For dynamic XFA PDFs created by LiveCycle, you will see an error message that conveys that Dynamic XFA is not supported.
Microsoft Office files: DOC, DOCX, XLS, XLSx, PPT, PPTX
Image files: JPG, PNG, GIF, TIF
Text files: TXT, RTF, ODT
Also, the size limit is a maximum of 100 files each up to 100MB. So, the files need to be deleted once stored in Sales Web App records. Refer: Link
Risks
The size limit is a maximum of 100 files each up to 100MB. So, the files need to be deleted once stored in Sales Web App records. If the size exceeds this limit we will not be able to upload documents
Estimate work hours
70 hours